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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FNT
1476
First Nebraska Trust
Nebraska
$501K +$48.1K +385 +11%
TAM
1477
Titleist Asset Management
Texas
$501K +$7.13K +57 +2%
TIA
1478
Tiemann Investment Advisors
California
$500K +$10K +80 +2%
FH
1479
FWG Holdings
Florida
$499K +$875 +7 +0.2%
AFGAS
1480
Allegiance Financial Group Advisory Services
Virginia
$499K +$93K +744 +24%
DE
1481
Diversified Enterprises
Delaware
$499K -$32K -256 -6%
LWM
1482
LeConte Wealth Management
Tennessee
$499K +$476K +3,809 New
CP
1483
Castleview Partners
Texas
$499K +$72.9K +583 +18%
ALAM
1484
Asahi Life Asset Management
Japan
$498K +$476K +3,807 New
AGC
1485
Aspen Grove Capital
Colorado
$498K +$2.5K +20 +0.5%
CCC
1486
Chelsea Counsel Company
California
$498K +$125K +1,000 +36%
WDA
1487
Wendell David Associates
New Hampshire
$496K – – –
TWM
1488
Trueblood Wealth Management
Ohio
$496K -$34.8K -278 -7%
FDW
1489
Fourth Dimension Wealth
Ohio
$496K +$48.6K +389 +11%
RCA
1490
Resonant Capital Advisors
Wisconsin
$495K +$126K +1,005 +36%
AG
1491
AmeriFlex Group
Nevada
$495K +$76.4K +611 +19%
UCI
1492
Uncommon Cents Investing
Wisconsin
$494K +$20.6K +165 +5%
AWM
1493
Accel Wealth Management
Iowa
$494K +$37.4K +299 +9%
SEIA
1494
Signature Estate & Investment Advisors
California
$494K +$19.8K +158 +4%
WA
1495
WBH Advisory
Maryland
$492K -$54.6K -437 -10%
MAG
1496
Mayfair Advisory Group
Alabama
$491K -$1.5K -12 -0.3%
SPF
1497
South Plains Financial
Texas
$490K +$160K +1,278 +52%
QCIG
1498
Quad-Cities Investment Group
Iowa
$490K +$17.3K +138 +4%
LSPW
1499
Lake Street Private Wealth
Illinois
$489K – – –
CFSG
1500
Community Financial Services Group
Vermont
$489K +$219K +1,751 +88%
58 59
60
61 62